Client Analyst, West Chester

Marquette Associates; Chester (Delaware County); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Disability & life insurance

401K

PTO & holidays

Summer hours

Education reimbursement

Volunteer opportunities

Job summary

Marquette Associates is seeking a Client Analyst to support investment consulting relationships across institutional clients. You will work with lead consultants to prepare monthly and quarterly reports, develop meeting materials, and coordinate follow-up activities.

You will provide day-to-day client support, assist with investment manager and portfolio needs, and contribute to firm initiatives. A bachelor’s degree in finance or economics and 3–5 years’ experience in investment reporting are

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 3–5 years as a report analyst in investment consulting or related industry.
• Knowledge of financial markets, asset allocation, and performance analysis.
• Advanced Excel and Microsoft Office; able to learn new software quickly.
• Strong quantitative, analytical, and attention to detail; able to work independently.

Responsibilities

• Collaborate with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support.
• Serve as primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communication.
• Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directed.
• Prepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlines.
• Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverables.
• Support lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up items.
• Participate in meetings with investment managers to gather information and support ongoing portfolio needs.
• Mentor junior staff by sharing knowledge, providing guidance, and supporting development.
• Contribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment.

Skills

Advanced Excel

Quantitative skills

Analytical skills

Client service

Education

Bachelor’s degree in finance or economics

Tools

Investment Metrics

PARis

Job description

The Client Analyst plays an integral role in supporting Marquette Associates’ investment consulting relationships across a range of institutional client types. Working closely with lead consultants and internal teams, the Client Analyst helps deliver accurate, timely, and responsive service by preparing monthly and quarterly investment reports, developing materials for client meetings, and coordinating follow-up activities. The Client Analyst will provide ongoing day-to-day client support, assist with investment manager and portfolio-related needs, and contributes to special projects and broader firm initiatives as assigned.

Job responsibilities will include, but are not limited to:

• Collaborate closely with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support
• Serve as a primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communication
• Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directed
• Prepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlines
• Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverables
• Support lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up items
• Participate in meetings with investment managers to gather information and support ongoing portfolio needs
• Mentor junior staff by sharing knowledge, providing guidance, and supporting development
• Contribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment

Qualifications:

• Bachelor’s degree in finance, economics, or related degree
• At least 3 - 5 years of experience as a report analyst in investment consulting or related industry
• Demonstrated industry knowledge, specifically around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
• Experience with financial reporting functions
• Proven client service skills and ability to present information effectively and professionally in written and verbal formats
• Advanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software applications
• Strong quantitative and analytical skills
• Strong attention to detail, highly organized, with ability to work independently to meet deadlines
• Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus
• Interest in or progress towards CFA or other professional designation is preferred but not required

Compensation:

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of $10,000.

BENEFITS WE OFFER:

• Top tier healthcare coverage
• 100% paid premium for disability and employee life insurance coverage
• Health and Dependent Care FSA and HSA options
• Company 401K contribution
• Paid time off & 15+ holidays
• Summer hours
• Enhanced employee assistance program
• Volunteer opportunities
• Tuition and education reimbursement

Marquette Associates is proud to be an Equal Opportunity Employer.